Ua hoʻokuʻu ʻo China Automotive Power Battery Industry Innovation Alliance (“Battery Alliance”) i ka ʻikepili e hōʻike ana i Pepeluali 2023, ʻo ka nui o ke kau ʻana o ka pila uila ma Kina he 21.9GWh, he piʻi ʻana o 60.4% YoY a me 36.0% MoM. ʻO nā pila Ternary i hoʻokomo ʻia he 6.7GWh, e helu ana i 30.6% o ka nui o ka mana i hoʻokomo ʻia, he piʻi ʻana o 15.0% YoY a me 23.7% MoM. ʻO nā pila Lithium iron phosphate i hoʻokomo ʻia he 15.2GWh, e helu ana i 69.3% o ka nui o ka mana i hoʻokomo ʻia, he piʻi ʻana o 95.3% YoY a me 42.2% MoM.

Mai ka ʻikepili ma luna, hiki iā mākou ke ʻike i ka hapa ophosphate hao lithiumʻO kekahi ʻano ʻē aʻe, inā ʻo YoY a i ʻole MoM paha, ʻoi aku ka wikiwiki o ka ulu ʻana o ka pākaukau lithium iron phosphate ma mua o nā pākaukau ternary. Wahi a kēia ʻano i ke kua, e ʻoi aku ka nui o ka mākeke o ka pākaukau lithium iron phosphate o ke kumu i hoʻokomo ʻia ma mua o 70%!

Ke noʻonoʻo nei ʻo Hyundai i ka lua o ka hanauna o Kia RayEV i ka hoʻomaka ʻana o ka hoʻohana ʻana i nā pila lithium-iron phosphate Ningde Time, ʻo ia ka Hyundai mua i hoʻokuʻu ʻia me nā pila lithium-iron-phosphate no nā kaʻa uila. ʻAʻole kēia ka hana like mua ma waena o Hyundai lāua ʻo Ningde Times, no ka mea, ua hoʻolauna mua ʻo Hyundai i kahi pila lithium ternary i hana ʻia e CATL. Eia nō naʻe, ʻo nā cell pila wale nō i lawe ʻia mai CATL, a ua lawe ʻia nā modula a me ka hoʻopili ʻana ma Kōlea Hema.

Hōʻike ka ʻike e hoʻolauna pū ʻo Hyundai i ka ʻenehana "Cell To Pack" (CTP) a CATL i mea e lanakila ai i ka haʻahaʻa o ka ikehu. Ma ka hoʻomaʻalahi ʻana i ke ʻano o ka module, hiki i kēia ʻenehana ke hoʻonui i ka hoʻohana ʻana i ka nui o ka pākaukau ma 20% a 30%, e hōʻemi i ka helu o nā ʻāpana ma 40%, a hoʻonui i ka pono hana ma 50%.

Ua paʻa ʻo Hyundai Motor Group i ke kolu o ka wahi ma ka honua ma hope o Toyota lāua ʻo Volkswagen me ka huina o nā kūʻai aku honua ma kahi o 6,848,200 mau ʻāpana i ka makahiki 2022. Ma ka mākeke ʻEulopa, ua kūʻai aku ʻo Hyundai Motor Group i 106.1 miliona mau ʻāpana, ʻo ia ka hā me ka māhele mākeke o 9.40%, e lilo ana ia i ʻoihana kaʻa ulu wikiwiki loa.

Ua paʻa ʻo Hyundai Motor Group i ke kolu o ka wahi ma ka honua ma hope o Toyota lāua ʻo Volkswagen me ka huina o nā kūʻai aku honua ma kahi o 6,848,200 mau ʻāpana i ka makahiki 2022. Ma ka mākeke ʻEulopa, ua kūʻai aku ʻo Hyundai Motor Group i 106.1 miliona mau ʻāpana, ʻo ia ka hā me ka māhele mākeke o 9.40%, e lilo ana ia i ʻoihana kaʻa ulu wikiwiki loa.

Ma ke kahua o ka hoʻokele uila, ua hoʻokuʻu ʻo Hyundai Motor Group iā IONIQ (Enikon) 5, IONIQ6, Kia EV6, a me nā kaʻa uila maʻemaʻe ʻē aʻe e pili ana iā E-GMP, kahi kahua i hoʻolaʻa ʻia no nā kaʻa uila maʻemaʻe. He mea kūpono ke haʻi ʻia ʻaʻole i koho wale ʻia ʻo IONIQ5 a Hyundai ʻo "World Car of the Year 2022", akā ʻo "World Electric Car of the Year 2022" a me "World Car Design of the Year 2022". E kūʻai aku nā hiʻohiʻona IONIQ5 a me IONIQ6 ma mua o 100,000 mau ʻāpana ma ka honua holoʻokoʻa i ka makahiki 2022.

Ke hoʻonui nei nā pila lithium hao phosphate i ka honua holoʻokoʻa

ʻAe, he ʻoiaʻiʻo he nui nā ʻoihana kaʻa e hoʻohana nei a i ʻole e noʻonoʻo ana i ka hoʻohana ʻana i nā pila lithium hao phosphate. Ma waho aʻe o Hyundai lāua ʻo Stellantis, ke ʻimi nei ʻo General Motors i ka hiki ke hoʻohana i nā pila lithium hao phosphate e hōʻemi i nā kumukūʻai1. Ua hoʻohana ʻo Toyota ma Kina i ka pila BYD lithium hao phosphate blade i loko o kekahi o kāna mau kaʻa uila1. Ma mua o 2022, ua hoʻohui maopopo ʻo Volkswagen, BMW, Ford, Renault, Daimler a me nā ʻoihana kaʻa nui ʻē aʻe o ka honua i nā pila lithium hao phosphate i kā lākou mau hiʻohiʻona pae komo.

Ke hoʻopukapuka nei nā ʻoihana pākahiko i nā pākahiko lithium hao phosphate. No ka laʻana, ua hoʻolaha ka hui hoʻomaka pākahiko US ʻo Our Next Energy e hoʻomaka ana ia i ka hana ʻana i nā pākahiko lithium hao phosphate ma Michigan. E hoʻomau ka ʻoihana i kona hoʻonui ʻana ma hope o ka hoʻomaka ʻana o kāna hale hana hou he $1.6 biliona i ka makahiki aʻe; ma ka makahiki 2027, hoʻolālā ia e hoʻolako i nā pākahiko lithium hao phosphate lawa no 200,000 mau kaʻa uila.

ʻO Kore Power, kahi hoʻomaka pākahiko ʻē aʻe o ʻAmelika Hui Pū ʻIa, ke manaʻo nei e ulu ka noi no nā pākahiko lithium hao phosphate ma ʻAmelika Hui Pū ʻIa. Hoʻolālā ka ʻoihana e hoʻokumu i ʻelua laina hōʻuluʻulu ma kahi hale hana e kūkulu ʻia ma Arizona ma ka hopena o 2024, hoʻokahi no ka hana ʻana i nā pākahiko ternary, ʻo ia ka mea nui i kēia manawa ma ʻAmelika Hui Pū ʻIa, a ʻo kekahi no ka hana ʻana i nā pākahiko lithium hao phosphate1.

I Pepeluali, ua ʻaelike ʻo Ningde Times lāua ʻo Ford Motor. E hāʻawi ʻo Ford i $3.5 biliona e kūkulu i kahi hale hana pākahiko hou ma Michigan, ʻAmelika Hui Pū ʻIa, ʻo ia hoʻi ka hana ʻana i nā pākahiko lithium hao phosphate.

Ua hōʻike koke aku nei ʻo LG New Energy e hoʻoikaika ana ka ʻoihana i ka hoʻomohala ʻana i nā pila lithium hao phosphate no nā kaʻa uila. ʻO kāna pahuhopu ka hoʻomaikaʻi ʻana i ka hana o kāna pila lithium hao phosphate ma mua o kona mau hoa paio Kina, ʻo ia hoʻi, ʻo ka nui o ka ikehu o kēia pila ma mua o C e hāʻawi i ka pila Tesla Model 3 he 20% kiʻekiʻe aʻe.

Eia kekahi, ua ʻōlelo nā kumu e hana pū ana ʻo SK On me nā ʻoihana mea lithium iron phosphate Kina e hoʻolālā i ka mana lithium iron phosphate ma nā mākeke o waho.